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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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7142 results found

  1. ability to create Stripe products from the Stripe payment integration

    ability to create Stripe products from the Stripe payment integration

    9 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  2. custom fields in Price Table

    Assign custom fields to columns in the Price Table

    13 votes

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    Idea  ·  2 comments  ·  Fillable Fields & Variables  ·  Admin →
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  3. Collaborative Version History: if someone made a revision on a template

    An updated version of the version history where it shows all the users who made changes in a file.

    5 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  4. Adding more options to branding settings

    20 votes

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    Idea  ·  2 comments  ·  Recipient Experience  ·  Admin →
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  5. conditional signatures

    to be able to automatically assign a designated email to a role based on specific rules

    1 vote

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    0 comments  ·  Sharing & Collaboration  ·  Admin →
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  6. Additional / Custom fields for PandaDoc Contacts: The ability to add other information for contacts than what is currently available.

    140 votes

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    32 comments  ·  Other  ·  Admin →
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  7. show doc value in the PandaDoc module in HubSpot

    2 votes

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    0 comments  ·  Integrations - HubSpot  ·  Admin →
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  8. Transfer data from multiple documents to a new document

    The ability to transfer data from multiple documents to a new document.

    6 votes

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    Idea  ·  1 comment  ·  Content Editing & Design  ·  Admin →
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  9. hyperlink image on the table block

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  10. The ability to apply the capitalization options under settings for the headings

    1 vote

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  11. "Save for later" option on Documents/Forms

    It would be great to have a "save for later" option, especially when there are a number of steps that different team members need to complete - for example, a new starter checklist. Currently there is only the option to "finish"

    3 votes

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    0 comments  ·  Content Editing & Design  ·  Admin →
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  12. AvaTax (Avalara)

    Would be great to have an integration with Avalara to auto-populate the sales tax on pricing tables.

    7 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  13. Disable verification for Stripe payments

    Be able to disable 2 charges verification Stripe payments

    7 votes

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  14. Multiple lines in variables: insert line breaks in tokens/variables

    insert line breaks in tokens/variables

    11 votes

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    Idea  ·  1 comment  ·  Fillable Fields & Variables  ·  Admin →
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  15. Content Library sorting

    When you choose a content library from inside a document, be able to sort content library items by name, created date, modified date, etc

    40 votes

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    4 comments  ·  Templates & Libraries  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  16. CFR-11

    CFR

    128 votes

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    13 comments  ·  Security & Compliance  ·  Admin →
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    Not Planned  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."

    This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.

    We appreciate your understanding.

  17. I would like to be able to have my completed PandaDoc's move to the Atachments section within 'Deals' in the Zoho CRM

    I would like to be able to have my completed PandaDoc's move to the Attachments section within 'Deals' in the Zoho CRM.

    1 vote

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    0 comments  ·  Integrations  ·  Admin →
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  18. Ability to send doc to unknown signatories

    Need the ability to send a doc for signature to multiple unknown signatories (both the who and the how many are unknown)

    7 votes

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  19. Page content preview in presentation mode

    An optional preview of the page content down the side of a presentation.

    3 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. More filters for documents

    Sort the document by status and direct period of time.

    15 votes

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    Idea  ·  4 comments  ·  Documents & Data Management  ·  Admin →
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